Since the founding of the firm in 2011, over 100 presentations and 40 webinars have been presented. Audiences have included state and national CPA societies, Bar Associations, Estate Planning Councils, professional appraisal organizations and individual firms.

Topics have ranged from developing leaders and how to hire, train and retain top employees to how to work with the IRS and a wide variety of technical topics. Technical topics have included such issues as discount for lack of marketability, valuing S-Corps for IRS purposes, reasonable compensation, valuing family limited partnerships, the most common errors in valuations, writing a business valuation report for the IRS, and how to avoid an IRS audit.

I would be happy to customize a presentation for you and your audience. Including humor and insight has been positively received with excellent evaluations.